Account Type***** *****Account Owner**** ******Account Opps/Deals**** *****Closed Won • Mar 25****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
CressetRegional Managing DirectorFeb 25 - PresentJ P MorganTransition Advisory Role, JP Morgan AdvisorsJul 23- Feb 25First RepublicSVP, Head of Product, Private Wealth ManagementJan 07- Feb 25